DASHBOARD HELP CENTER

Help Center

Find practical help for logging in, choosing the right dashboard role, creating stronger profiles, managing account settings, and knowing where to go when you need support.

WHAT THIS PAGE COVERS

What a useful dashboard help center should answer

This help center is designed to cover the core things users actually need: access, profile creation, messaging, settings, support routes, and role-specific guidance.

ACCESS

Sign in and get oriented

Use the dashboard after logging in. If you land on the base dashboard URL, you are redirected to chats by default, and from there you can navigate to your active roles, account, and settings.

PROFILES

Create, save, and publish profiles

Each role has its own workflow for building a profile. Drafts let you save progress, while publish or submit actions move a listing forward for review or visibility.

COMMUNICATION

Keep conversations moving

Use chats to respond to leads, investors, founders, and partners. The dashboard is built around keeping outreach and follow-up in one place.

SETTINGS

Adjust preferences and positions

From settings you can update your language, notification preferences, and active positions. Your account page handles your personal details and reset flow.

ROLE GUIDANCE

Choose the dashboard area that fits your goal

Users often need directional help before they need technical help. These role cards point people to the right place first.

Entrepreneurs

Create an investment profile, explain your business, add traction, and describe the type of investor you want to reach.

Open section →

Investors

Build a search or investment profile with your ticket size, sectors, stage focus, and investment preferences.

Open section →

Intermediaries

Manage listings on behalf of clients, coordinate deal flow, and keep advisory work structured inside one dashboard environment.

Open section →

Co-founders and partners

Present collaboration opportunities clearly so the right operators, builders, and strategic partners can respond.

Open section →

Advertisers

Use the advertiser area when you want to increase visibility for your brand, service, or campaign on the platform.

Open section →
COMMON TASKS

Practical help for the most common actions

These lists give users a straightforward path when they are trying to get started, manage a profile, or decide where to go for support.

01

Getting started

The fastest route from first login to a usable dashboard setup.

02

Managing profiles

A simple checklist for creating clearer and more effective listings.

  • Complete all required fields before submitting or publishing a profile.
  • Use drafts whenever you need more time to finish a listing.
  • Review your descriptions carefully so founders, investors, and partners understand the opportunity quickly.
  • If you are unsure how your listing should read, browse the public marketplace for examples.
03

Support and escalation

Use this when you are blocked, unsure where to go next, or need direct help.

ACCOUNT AND ACCESS

Login, roles, and basic setup

Start here if you are trying to enter the dashboard, find the right section, or understand how positions work.

Where do I log in to access the dashboard?

Use the login page. After logging in, you can go directly to the dashboard.

Why do I end up on chats first?

The dashboard redirects the base route to chats by default, so your conversations are always easy to reach when you first arrive.

Can I use more than one role?

Yes. The dashboard supports multiple active positions, such as entrepreneur, investor, intermediary, advertiser, or co-founder/partner.

Where can I update my name, email, or profile details?

Open the account page to manage your personal information and basic profile details.

PROFILES AND LISTINGS

Building a strong dashboard profile

A good help center should do more than explain buttons. It should help users understand how to create a useful listing and avoid common mistakes.

Should I save a draft or publish immediately?

Use a draft when your profile still needs work. Publish or submit only when the description, investor fit, and core business details are clear and complete.

What makes a profile more useful?

Clear positioning, realistic funding information, a concise explanation of the opportunity, and enough detail for the other side to understand why they should respond.

How do I know which role section to use?

Choose the section that matches what you want to do: raise funding, source opportunities, represent clients, promote a service, or look for a partner.

What if I need examples before writing my listing?

Browse the public marketplace, review the glossary, and read the knowledge base for extra context.

MESSAGES, SUPPORT, AND SETTINGS

Day-to-day use and getting unstuck

This section covers the practical side of using the dashboard after your account is set up.

Where should I go when someone replies to me?

Open chats to continue the conversation and keep your deal flow or introductions moving.

Where do I change language or notifications?

Go to settings to update your language and email notification preferences.

What if I forget my password or cannot access my account?

Start from the login page and use the reset flow. If access problems continue, contact support so the team can help you further.

When should I contact support directly?

Reach out when you have an account issue, a route that does not load, uncertainty about listings, or a billing question that is not answered on pricing.